HOW IT WORKS

Work-Relay provides a comprehensive, consistent way to quickly build work management solutions on the Salesforce platform.

Design

Build the application iteratively.

Capture your application requirements in a visual discovery tool. This includes identifying the tasks that need to be done and the sequence in which they need to be done, the user interfaces required to capture data, the rules that govern the completion of tasks and the direction of the workflow, and actions required to automate repetitive tasks.

Test

Walkthrough and tweak the application.

Once you reach a point where the application provides minimal viable functionality, test it using the simulator. This visual tool allows you to make changes on-the-fly to tweak to application as needed.

Execute

Facilitate the optimal execution of the application.

Once testing is complete, the application goes live with a single mouse click. The next time a trigger event takes place (e.g. an order is placed, a service is requested, etc.), the application workflow kicks off. Users are notified when they need to complete a task by the application, and the system sends out reminders and escalations when needed to keep the work flowing.

Monitor

Track the status of application execution in real-time.

Operation dashboards show real-time progress of as the application is executed. Visualization tools easily identify where problems may be occurring. Resource dashboards allow managers to monitor resource availability and utilization.

Manage

Ensure everyone knows what they are supposed to do when they are supposed to do it.

Each user has their own command center that shows the tasks they are responsible, as well as their priority and status. All the information related to a task is immediately available to the user to make task completion as efficient as possible. Additional tasks can be added on-the-fly to handle any exceptions that may occur.

Optimize

Optimize the application based on historical data.

Every application generates a detailed audit trail. This allows users to analyze things like how long tasks take, identify potential bottlenecks, and streamline workflows.